I joined Edward Jones in early 2019 to start a career that would enable me to help others with a direct impact as well as provide a stable lifestyle for my wife and children. My prior role in dental sales required long hours in the car and was not my true passion. Ultimately, I wanted to be a resource to other families and help them reach financial stability.

Being a family man myself, I truly enjoy working with families to help them build, protect and transfer their wealth to their heirs.

I am here to answer all your financial questions in order to provide you with a well thought out and written strategy to help you work towards the goals that are important to you. My process starts with learning what your vision is for your financial future and then helping you get there. Along the way, I am here to coach you and help keep you on track to the goals we have established.

My clients are like my family. I take the time to get to know you and your family so that we can develop a long-lasting partnership to help you build, protect and transfer your wealth. When we talk, I want to teach you something new. When we use a strategy, I will tell you why we are doing it. I will tell you how much it costs and what I get paid before we make any commitments. Honesty and transparency are the way I run my practice. Call us today to get started!

direct ph#: 409-974-4029
email: [email protected]

Some personal things about me:
Galveston Kiwanis Club Member
Galveston Chamber of Commerce Member
Born and raised in Virginia
I love outdoor activities, sports, grilling, gardening and recreation with my three sons
I love cars and enjoy watching classic car restorations
Topics I like to read about include WWII, science, business, motivation and some fiction.

Focus areas

  • Intergenerational Planning
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Vintage Cars
  • Gardening
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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